Daniel Williams (TEP)

Areas of practice:

Specialising in estate, wealth and tax planning, capacity and agricultural matters, Daniel is a fully accredited member of STEP (The Society of Trust and Estate Practitioners).

Daniel regularly takes the lead in highly complex matters and interwoven family arrangements, often involving Trusts and estates, asset protection, tax and estate planning, capacity related issues, and agricultural and business assets.

Due to the nature of his work, Daniel works closely with other specialist advisors and professionals, including accountants, financial advisors, land agents, valuers and overseas lawyers.

Daniel also acts in Court of Protection matters.

As with many members in his team, much of Daniel’s work comes through recommendations from clients and professional referrers.

Recent matters:

• Acting for Trustees of a multi-million pound Personal Injury Settlement in highly contentious Court of Protection litigation
• Inheritance Tax and Capital Gains Tax planning for a family in relation to significant development land and involving Trusts and gifts
• Advising a high net worth family in connection with succession planning in respect of their family farm and other business assets to maximise valuable reliefs
• Leading the administration of intertwined and taxable estates involving overseas lawyers and foreign property, historical lifetime Trusts, private limited company shares, UK property investments
• Advising a family in respect of asset protection and Inheritance Tax planning and involving varying a recent Inheritance from a parent’s estate
• Advising a farming family following their parents’ recent deaths and structuring the assets with tax and future estate planning in mind
• Putting various Trusts created by third parties on the correct footing following years of neglect, including varying the Trust arrangements and reporting on ten-year anniversary and exit charges